See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,081 | $105,998-63.1% | $92,233-57.6% | $147,584-73.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 18.85% | 50.05%-31.2pp | 176.28%-157.4pp | 578.55%-559.7pp |
| Employer contribution / active EE | $4,891 | $4,333+12.9% | $3,679+32.9% | $4,876+0.3% |
| Participant deferral / active EE | $4,156 | $4,478-7.2% | $3,897+6.7% | $5,439-23.6% |
| Admin fee / account holder | $396 | $6,332-93.8% | $5,194-92.4% | $10,885-96.4% |